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Fabian Lorenz

  • Small-Caps
  • Micro-Caps

For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

He first came into contact with the stock market and shares during his banking apprenticeship. After completing this in 2000, he gained his first journalistic experience in the editorial department of a financial portal. During his subsequent studies in business administration, he also worked in the area of investor relations.

Since then, he has remained true to the capital markets and is excited to report on every newly discovered interesting story - as well as on long-standing success stories.


Commented by Fabian Lorenz

Commented by Fabian Lorenz on July 17th, 2026 | 09:00 CEST

The End of Siemens Energy? SMA Solar Looks Ahead with Confidence! American Atomics: A Stock for the Uranium Rally!

  • nuclear
  • Uranium
  • Energy
  • Solar
  • renewableenergy

The stage appears to be set for another uranium rally. Prices are rising again, while experts expect a significant expansion of global nuclear power capacity—and, with it, growing uranium demand. Against this backdrop, American Atomics stands out as an attractive speculative addition to a diversified portfolio. Two exciting projects in the US are expected to generate news flow in the second half of the year and drive the stock higher. Until nuclear power plants can fully meet the soaring energy demands of artificial intelligence, data centers will rely heavily on gas-fired power generation. This is the foundation of Siemens Energy's success. Now, one of Germany's most impressive growth stories of recent years is set to continue under a new corporate name. Meanwhile, SMA Solar is staging a comeback. In a recent interview, the company's CEO explains how the solar company is positioned and looks confidently toward the future. Analysts see further upside potential.

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Commented by Fabian Lorenz on July 16th, 2026 | 07:10 CEST

Evotec Shocks the Market! Will First Majestic Silver and Lahontan Gold Take Off?

  • Mining
  • Gold
  • Silver
  • Commodities
  • Nevada
  • Biotechnology

Biotech stocks have not exactly been investor favourites this year. And now Evotec has delivered yet another shock. It was already known that the company was undergoing a comprehensive restructuring. Nevertheless, it had recently seemed as though the share price was finding a bottom in the EUR 4-5 range. But then came the shock. The significant downward revision of its forecast and the expected high EBITDA loss caused the share price to plummet. In contrast, Lahontan Gold is shining with relative strength. While it cannot escape the negative sentiment in the gold sector, the odds are good that the share price will take off again soon. After all, the company is on the verge of transitioning from an explorer to a producer. And what about First Majestic Silver? This core investment in the silver sector recently reported its second-quarter production figures.

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Commented by Fabian Lorenz on July 16th, 2026 | 07:00 CEST

100% Upside Potential, a Downgrade, and a Sell-Off: Renk, OHB, and Almonty

  • Tungsten
  • Defense
  • hightech
  • aerospace
  • Space

Analysts see around 100% upside potential in shares of Almonty Industries. Following discussions with the company's CEO, they have raised both their earnings estimates and their price target to USD 33. Even under what they describe as conservative assumptions, the stock is expected to trade at a 2027 P/E ratio of below 10. Analysts are less optimistic about Renk Group. While the transmission manufacturer is expected to deliver solid growth, its valuation is no longer considered attractive. In addition, the long-term shift in defense procurement from tanks toward drones could become a headwind for the company. As a result, the stock has been downgraded. The situation at OHB is even more dramatic. The aerospace company's shares have fallen by more than 50% in roughly two months. Following the recently completed capital increase, investors are now expected to refocus on the company's underlying operational performance.

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Commented by Fabian Lorenz on July 14th, 2026 | 07:45 CEST

Buy TUI? Sell Siltronic? And Is Power Metallic Mines at a Turning Point?

  • PGMs
  • Copper
  • travel
  • semiconductor

Should investors sell shares of Siltronic ahead of its upcoming quarterly results? That is what the analysts at mwb are advising. One point in particular stands out: despite the booming market, the German semiconductor company is still expected to report a loss. Meanwhile, Power Metallic Mines is targeting long-term value creation through the development of its copper and polymetallic projects. The first mineral resource estimate is scheduled for publication in July. That could finally be the turning point for the stock. Analysts continue to see significant upside potential. Despite the unresolved conflict in the Middle East, analysts recommend buying TUI shares and are even raising their price targets. The tourism group plans to open additional hotels this summer. This will extend value creation and boost margins. The focus is on Asia.

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Commented by Fabian Lorenz on July 14th, 2026 | 07:00 CEST

Bayer and Novo Nordisk Celebrate a Comeback! Is BioNxt Solutions Next?

  • Biotechnology
  • Biotech
  • Pharma
  • Innovations

With its GLP-1 therapy in tablet form, Novo Nordisk has returned to success on the stock market. Since April, the Danish pharmaceutical company's stock has risen by nearly 50% to around EUR 43. New research results are now being presented. Bayer has also recently celebrated a comeback on the stock market. Following the landmark glyphosate ruling by the US Supreme Court, hopes are growing that the company will be able to focus more strongly on its core business again in the future. To that end, the Leverkusen-based company has secured EUR 3 billion. BioNxt Solutions could be poised for a comeback. The biotech company's stock has nearly halved in value this year. Yet the news flow is positive and points to rising prices.

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Commented by Fabian Lorenz on July 13th, 2026 | 07:40 CEST

Time to Exit Gerresheimer? TKMS Earns a Buy Rating as HPQ Silicon Attracts Growing Interest

  • silicon
  • Hydrogen
  • Batteries
  • BatteryMetals
  • Investments

Should investors sell shares of Gerresheimer? That is what some analysts are now recommending. Yet, following accounting issues, the delayed release of the annual report, speculation surrounding the BaFin audit, and changes in the executive board, things had recently settled down somewhat at the packaging specialist for the pharmaceutical and cosmetics industries. The stock had even staged a solid recovery. HPQ Silicon, meanwhile, could be poised for a revaluation. The technology company is entering the commercialization phase with several products, and its latest positive results have significantly increased interest from potential industry partners. Strategic options include joint ventures, licensing agreements, royalty-based production partnerships, and in-house production facilities. Against this backdrop, the stock appears to offer further upside potential. The same may be true for thyssenkrupp Marine Systems (TKMS). Following its recent multi-billion-dollar contract from Canada, analysts have raised both their earnings estimates and price targets. The order is expected to secure the company's production backlog well into the 2040s.

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Commented by Fabian Lorenz on July 13th, 2026 | 07:00 CEST

Will China Push Gold to USD 6,000? Barrick Mining and Newmont Earn Buy Ratings as DRC Gold Targets Outperformance

  • Mining
  • Gold
  • Africa
  • Investments
  • Commodities

Gold and gold stocks are currently attractive to contrarian investors. Recently, JPMorgan raised hopes for a new precious metals rally. Experts believe USD 6,000 per troy ounce is still possible this year. In particular, they say developments in China are being underestimated. This is good news for gold stocks, which, like the gold price, have underperformed so far this year. Analysts have recently made slight adjustments to the price targets for industry heavyweights Barrick Mining and Newmont. However, both stocks remain "Buy" ratings. Shares of exploration companies are considered a way to gain exposure to the gold price. In this sector, DRC Gold is a compelling stock. DRC CEO Klaus Eckhof developed the Kibali mine, which is currently still in operation. "Reuters" describes Kibali as one of Africa's largest gold mines. Eckhof aims to repeat that success with DRC Gold. The goal is to build up a resource of over 10 million ounces within a few years. Important news is on the horizon and could drive the stock higher.

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Commented by Fabian Lorenz on July 10th, 2026 | 07:15 CEST

Plug Power Comeback? Nordex Wins Applause, While A.H.T. Syngas Looks Deeply Undervalued

  • biochar
  • syngas
  • Hydrogen
  • cleantech
  • renewableenergy

Expectations for Nordex's order intake were high. The company exceeded them. Consequently, the stock was celebrated by investors and analysts yesterday. The company is showing confidence, and the stock appears to have further upside potential. A.H.T. Syngas shares also hold significant upside potential, with analysts' price targets well above the current level. The cleantech company's products are well-suited to the current climate. A price rally appears to be only a matter of time. At Plug Power, shareholders are more likely asking themselves when the sell-off will stop. The stock has lost significant value since early June. Could an order from Australia spark a comeback on the stock market?

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Commented by Fabian Lorenz on July 9th, 2026 | 07:15 CEST

New and old AI winners! After a 1,000% gain with Siemens Energy, 2G Energy has taken off! Could Zefiro Methane be next?

  • methane
  • OrphanWells
  • Energy
  • AI
  • renewableenergy

The AI hype has produced winners across the entire value chain. Siemens Energy is among the German high-flyers. Just a few years ago, there were rumours of bankruptcy. Since then, the stock has surged by more than 1,000%. Analysts foresee further growth, but the valuation leaves no room for operational missteps. Another hidden gem among the AI winners is Zefiro Methane. The Canadian company specializes in identifying, remediating, and permanently plugging abandoned oil and gas wells. The market in the US is massive even without the AI boom. And the land needed for building data centers and energy infrastructure is further fueling demand. 2G Energy has shown just how quickly a stock can surge on the back of the AI boom. The share price doubled within just a few months, leaving the valuation far less compelling than before. Zefiro Methane, by comparison, still trades at a significantly lower valuation.

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Commented by Fabian Lorenz on July 8th, 2026 | 07:50 CEST

Bombshell and Buy Rating! TKMS, SFC Energy, dynaCERT! Are Analyst Estimates Too Low?

  • Hydrogen
  • cleantech
  • Energy
  • decarbonization

Bombshell at TKMS. The company has landed a multi-billion-dollar order from Canada. The stock keeps climbing, while defense stocks are weakening overall. Will analysts soon raise their estimates? At dynaCERT, analysts are expecting the commercial breakthrough. If it comes, the stock has multi-bagger potential. In his latest interview, the new German CEO sounds confident. In emerging markets, dynaCERT is aiming to achieve its commercial breakthrough, and the market opportunity is substantial. While dynaCERT remains a higher-risk investment with the potential for a technical breakout, the rally in SFC Energy is already well underway. So far this year, the share has gained more than 70%. Analysts have welcomed the company's recent acquisition and continue to see additional upside potential for the shares.

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